Tree Fund-tree Research & Education Endowment Fund is a 501(c)(3) organization based in Naperville, Illinois, registered in 1977, with $686,919 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$687K
▼ 3.0% vs prior year
Environment median: $250K
Expenses (FY2024)
$875K
Net assets
$6.0M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Tree Fund-tree Research & Education Endowment Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Tree Fund-tree Research & Education Endowment Fund: 83 mo reserves · -27% margin earns a D on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Tree Fund-tree Research & Education Endowment Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Tree Fund-tree Research & Education Endowment Fund: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $938K (FY2013) to $687K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-27.4%
Spent more than it raised in the latest fiscal year.
Total assets
$6.3M
Total liabilities
$293K
Net assets
$6.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $686,919▼3.0% | $875,218▲38.3% | $6,039,079▲6.0% | $6,331,810▲5.1% | 990 |
| 2023 | $708,013▲6.0% | $632,992▼29.9% | $5,697,856▲14.7% | $6,023,755▲12.4% | 990 |
| 2022 | $668,187▼7.9% | $902,680▲40.4% | $4,968,691▼16.1% | $5,360,565▼14.7% | 990 |
| 2021 | $725,659▲7.0% | $642,800▼17.7% | $5,922,154▲13.1% | $6,282,789▲12.6% | 990 |
| 2020 | $677,998▼4.4% | $781,326▼17.6% | $5,236,891▲10.3% | $5,582,083▲7.7% | 990 |
| 2019 | $708,913▼32.8% | $948,385▲9.9% | $4,748,692▲10.5% | $5,185,332▲11.7% | 990 |
| 2018 | $1,054,363▼3.3% | $863,253▲5.3% | $4,297,279▼3.1% | $4,642,336▼3.5% | 990 |
| 2017 | $1,089,927▼24.0% | $820,007▼31.1% | $4,435,069▲21.6% | $4,813,171▲19.7% | 990 |
| 2016 | $1,434,181▲40.0% | $1,190,501▲37.8% | $3,648,012▲12.5% | $4,020,853▲17.4% | 990 |
| 2015 | $1,024,377▲2.2% | $863,889▼0.3% | $3,242,841▲3.5% | $3,423,629 | 990 |
| 2014 | $1,001,912▲6.8% | $866,858▲30.2% | $3,132,392▲9.2% | $3,425,095▲14.5% | 990 |
| 2013 | $938,085 | $665,952 | $2,869,341 | $2,990,637 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
10 grants to Tree Fund-tree Research & Education Endowment Fund totaling $353K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Raymond James Charitable Endowment Fund | General support | 2024 | $5,200 |
| Donor Advised Charitable Giving | Environmental and animals | 2022 | $10,250 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $12,350 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $12,350 |
| American Gift Fund | Operations | 2021 | $10,000 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2019 | $5,150 |
| The Chicago Community Trust | General operating support | 2018 | $148,204 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2018 | $8,200 |
| National Christian Charitable Foundation | Culture | 2018 | $300 |
| The Chicago Community Trust | General operating support | 2017 | $141,352 |
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Data for Tree Fund-tree Research & Education Endowment Fund (EIN 37-1018692) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.